Bodhi Tree Capital Management, LLC

Overview

Bodhi Tree Capital Management, LLC is a small, active wealth manager organized as an LLC that serves individual and family clients. The firm functions as a capital allocator: it manages discretionary portfolios, runs or advises pooled investment vehicles, and selects third‑party advisers on behalf of clients. Its fee model combines a percentage of assets under management with performance‑based fees, signaling an orientation toward both traditional wealth management and compensated outcome-driven strategies. Investment activity is notable for a concentrated use of derivatives—roughly half of the firm’s reported assets are classified in that category—paired with allocations to external alternative managers. The firm lists venture capital, hedge funds and real estate as the primary alternative channels it uses, while continuing to employ mutual funds for core exposure and liquidity. Bodhi Tree is not identified as an active ESG investor and operates from a single office.

Assets & Accounts

Investments & Alternatives

Location & Offices